Hapanowicz & Associates Financial Services, Inc Portfolio Holdings
Hapanowicz & Associates Financial Services, Inc
- $175 Million
- Q2 2024
Hapanowicz & Associates Financial Services, Inc has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $175 Million distributed in 30 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Growth E with a value of $46.5M, Vanguard Russell 1000 Value Et with a value of $41.6M, First Tr Small Cap Core Alphad with a value of $21.7M, Ishares Russell Midcap Value E with a value of $20.6M, and Vanguard Dividend Appreciation with a value of $14.4M.
Examining the 13F form we can see an increase of $19K in the current position value, from $175M to 175M.
Below you can find more details about Hapanowicz & Associates Financial Services, Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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